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Structurer remote jobs

- 42 jobs
  • Remote Investment Analyst - AI Trainer ($50-$60/hour)

    Data Annotation

    Remote job

    We are looking for a finance professional to join our team to train AI models. You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of each model. In this role you will need to hold an expert level of financial reasoning- a completed or in progress Masters/PhD is preferred. Other related fields include, but are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits: ● This is a full-time or part-time REMOTE position ● You'll be able to choose which projects you want to work on ● You can work on your own schedule ● Projects are paid hourly starting at $50-$60 USD per hour, with bonuses on high-quality and high-volume work Responsibilities: ● Give AI chatbots diverse and complex problems and evaluate their outputs ● Evaluate the quality produced by AI models for correctness and performance Qualifications: ● Fluency in English (native or bilingual level) ● Detail-oriented ● Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management ● A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.
    $50-60 hourly 44d ago
  • Financial and Investment Analysts (Interns)

    Mercor

    Remote job

    We are looking for a **Financial and Investment Analysts** to write, review, and validate prompt-based questions designed to train AI. * * * Your expertise in **financial modeling, investment research, portfolio analysis, and market trends** will ensure each prompt and response is analytically rigorous, compliant, and aligned with professional finance standards. We welcome professionals from asset management, equity research, investment banking, or corporate finance to help build AI training material that reflects how analysts evaluate risk, value assets, and make informed recommendations. You will also be required to write Python code to perform financial analysis. * * * **You are a good fit if you:** - Have Internship Experience as financial or investment analysts in organisations like a bank (Bank of America, JPMC, Morgan Stanley), hedge fund, private equity firm or asset/investment manager (Fidelity, Vanguard, State Street). - Have a bachelor's degree in finance, economics or a related field - Are currently based in the U.S., Canada, UK - Have a strong background in Python. - Demonstrate excellent verbal and written communication skills - Have strong attention to details * * * **Preferred Qualification** - Proficiency with Excel, Bloomberg, Capital IQ, Python, or R for modeling and analysis is encouraged * * * **Role Highlights** - Flexible workload: 10-20 hours per week, with potential to increase to 40 hours. - Fully remote and asynchronous-work on your own schedule. - Minimum duration: 1-2 months, with potential for extension. * * * **Role Start Date** - This role will begin in mid to late-August with applications reviewed on a rolling basis. * * * **Compensation and Legal Details** - You will be legally classified as an hourly contractor for Mercor - We will pay you out at the end of each week via Stripe Connect * * * **About Mercor** Mercor connects elite creative and technical talent with leading AI research labs, headquartered in San Francisco, CA. Our distinguished investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Apply today and redefine digital creativity alongside groundbreaking AI technologies!
    $58k-101k yearly est. 60d+ ago
  • Structural - Entry Level (Summer 2026)

    Cannondesign

    Remote job

    If you think your skills, experience and aspirations make you a good match for this position, we encourage you to apply. ABOUT THE ROLE You will be a member of our multi-disciplinary team and will work under the direction of a licensed engineer. Projects may include new construction and renovation in educational, healthcare, sports, corporate commercial and science and technology. Click here to learn more about our Engineering practice HERE'S WHAT YOU'LL DO Work closely with an experienced structural engineer to develop new or analyze existing structural systems for institutional, sports, and corporate/commercial buildings. Perform design calculations under direct supervision of an experienced engineer. Use relevant engineering software to design and document structural systems. Use Autodesk Revit to develop BIM models for producing Contract Documents. Assist in production of Contract Documents to include foundation plans, floor framing plans, roof plans, sections, details, and specifications. Interface effectively with members of the design team to coordinate structural systems with overall building design. Assist in review of shop drawings during construction phase. May perform field observations during construction phase, including a physical walk through of site. Must be willing to perform overtime work. May perform other duties as required. HERE'S WHAT YOU'LL NEED Master in Civil Engineering with Structural focus, Master in Structural Engineering or Master of Architectural Engineering (Structural emphasis) from an ABET accredited program is required by hire date. Related student internship work experience preferred. EIT, LEED accreditation preferred. Must have strong communication, teamwork, organizational skills and the ability to handle multiple projects. Experience in computer applications for engineering design programs (i.e. Revit, RAM, RISA) required. The salary range for this position to be filled in the Chicago,IL office is $26.73 to $33.41 per hour. This salary range is the range we believe is the anticipated range of possible base compensation at the timing of the posting. We may ultimately pay more or less than the anticipated salary range for the position. Employees may be eligible for discretionary bonuses. We offer a full benefit package including medical, dental and vision coverage and flexible spending account options and voluntary insurances. We have paid time off, flex-time schedules, remote work options and a 401k plan and employee perk programs. For a general overview of our benefits, please visit our careers page at ********************************************** Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. ABOUT OUR FIRM CannonDesign is a design practice where strategy, experience, architecture, engineering, and social impact converge. We don't just dream up solutions - we create and bring them to life in ways to solve some of the biggest challenges facing our clients and the society. At the heart of everything we do is Living-Centered Design, a bold commitment to using our talents to not just improve the world but to truly reshape it for the better. It's more than a philosophy - it's who we are, and it drives us to make a meaningful, lasting difference every day. ABOUT WORKING HERE We are relentless in our pursuit of client adoration (not simply satisfaction). Consistent delivery of the best service is what we are about. We are committed to ensuring our practice provides equal opportunities for all employees, as we strive to connect with communities around us and focus on the future of design. We support equity, diversity, and inclusion efforts that benefit all employees through the leadership of our DEI Council, our Employee Resource Groups which are open to everyone, and other community initiatives. We're about communication and transparency here. If you want to talk to someone about an idea you have, or a challenge that needs addressing, we're ready for you. Please note that candidates can only apply to our positions on our company Careers site. It's not uncommon for scammers to create positions that look legitimate on other sites; never enter your information or apply for CannonDesign positions on any platform. Should an issue arise that you feel we should be aware of, please contact us. Please provide your resume and portfolio when applying. As a condition of employment, all employees are expected to complete mandatory training, including compliance training, within required timeframes and adhere to our internal policies and our Code of Conduct. CannonDesign is an Equal Opportunity Employer. CannonDesign is committed to maintaining a work environment that is free from any and all forms of unlawful discrimination and harassment. It is therefore the firm's policy to prohibit discrimination and harassment against any applicant, CannonDesign employee, vendor, contractor, or client on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by applicable law. It is also CannonDesign's policy to prohibit any and all forms of retaliation against any individual who has complained of harassing or discriminatory conduct, or participated in a firm or agency investigation into such complaints.
    $26.7-33.4 hourly Auto-Apply 60d+ ago
  • Consultant - Due Diligence Investment Analyst (Fractional/Contract Role)

    Arootah

    Remote job

    Arootah is a rapidly growing advisory and coaching firm specializing in Alternative Investment & Family Office Advisory, Executive & Leadership Coaching, and Talent Acquisition & Development. Founded by Rich Bello, co-founder and COO of Blue Ridge Capital, Arootah leverages deep industry expertise to drive peak performance for executives, teams, and firms across the alternative investments landscape. Join Arootah's Network of Business Advisors serving Arootah's clients on a project basis in the alternative investment industry, including hedge funds, private equity firms, and family offices. Our mission is to deliver top-tier business advisory services tailored to the multifaceted needs of the alternative investments landscape. As part of the network, you will take on project-based assignments that let you apply your expertise directly to our client initiatives. These consulting roles provide the opportunity to work on varied and impactful projects across the alternative investments industry. Our Services Include: Advising alternative investment managers with front-to-back office services, including but not limited to operations, business development strategy, due diligence, human resources, and compliance Providing fractional expert advisors in key operational areas for emerging and established investment firms Offering executive, life, health, and career coaching for individuals Delivering talent acquisition and leadership development solutions Developing SaaS applications for enterprise and consumer use Visit us at ***************************** for more information. WHO WE NEED: We are seeking experienced Investment Management and Due Diligence Advisors to consult with our diverse client base. As a consultant, you will provide expert advice to our Alternative Asset Firm and Family Office clients. Candidates should have hands-on leadership experience in Investment Management and Due Diligence and will collaborate closely with clients' Investments, Legal & Compliance, and Sales Teams. What You'll Do Conduct comprehensive investment and operational due diligence on fund managers and investment strategies, analyzing investment process, portfolio construction, risk management practices, operational controls, performance attribution, and legal/regulatory compliance. Lead due diligence meetings and manager interviews across diverse strategies including hedge funds (long/short equity, credit, multi-strategy), private markets (private equity, real estate, credit, infrastructure), niche alternatives (litigation finance, royalties), and traditional long-only portfolios in both SMA and commingled fund formats. Perform comparative analysis and peer benchmarking, evaluating investment managers against industry peers, relevant benchmarks, and existing platform offerings to contextualize findings and identify differentiation factors. Prepare detailed due diligence reports and investment memos, documenting strategy assessments, risk factors, operational capabilities, and clear recommendations for presentation to investment committees and executive leadership. Review and analyze investment materials, including pitch decks, DDQs, performance reports, risk disclosures, offering documents, and audited financials to prepare for manager meetings and identify key areas of inquiry. Assess operational infrastructure and controls, evaluating fund administrators, prime brokers, custodians, valuation procedures, NAV processes, trade reconciliation, and back-office capabilities to identify operational risks. Evaluate risk management frameworks, analyzing position sizing, portfolio construction, leverage usage, liquidity management, stress testing, and scenario analysis to assess downside protection and risk-adjusted return potential. Collaborate with Legal, Compliance, and Sales teams, providing investment expertise to support contract negotiations, regulatory assessments, marketing materials review, and client education on strategy characteristics and risks. Monitor existing manager relationships, conducting ongoing due diligence, performance monitoring, strategy drift analysis, and organizational change assessments to ensure continued alignment with investment objectives. Provide market intelligence and industry education, delivering updates on investment trends, emerging strategies, manager developments, and regulatory changes to sales, marketing, and investment teams. Build and maintain due diligence frameworks, developing standardized assessment criteria, scoring methodologies, peer comparison tools, and best practices for consistent and rigorous manager evaluation. Support special projects including new strategy research, platform expansion initiatives, operational due diligence deep dives, manager transition planning, and investment policy statement development. Qualifications Highly motivated individual who has demonstrated success in prior work experience, and who is able to execute independently on assigned tasks Excellent organizational skills, ability to track multiple projects and handle multiple priorities Strong analytical, problem solving, communication and presentation skills High degree of proficiency with Microsoft Office Suite programs Ability to professionally represent the firm Familiarity with alternative investments, asset classes and strategies Develop ideas of possible improvements to the diligence process Demonstrated ability to work in a collaborative, team environment Ability to meet tight deadlines and dynamically shifting priorities Job Status Type: Part-Time/Contract Hours: Flexible, based on client needs (0-40 hours per week). PERKS WITH US: Join a well-funded disruptor in finance and technology. Enjoy the flexibility of remote work and choosing your assignments. Be part of a dynamic, high-energy company in its expansion stage. Now is the time to join! For more information, visit us at Arootah.com.
    $80k-137k yearly est. Auto-Apply 60d+ ago
  • Structural - Entry Level

    Explore Charleston 4.0company rating

    Remote job

    If you think your skills, experience and aspirations make you a good match for this position, we encourage you to apply. ABOUT THE ROLE You will be a member of our multi-disciplinary team and will work under the direction of a licensed engineer. Projects may include new construction and renovation in educational, healthcare, sports, corporate commercial and science and technology. Click here to learn more about our Engineering practice HERE'S WHAT YOU'LL DO Work closely with an experienced structural engineer to develop new or analyze existing structural systems for institutional, sports, and corporate/commercial buildings. Perform design calculations under direct supervision of an experienced engineer. Use relevant engineering software to design and document structural systems. Use Autodesk Revit to develop BIM models for producing Contract Documents. Assist in production of Contract Documents to include foundation plans, floor framing plans, roof plans, sections, details, and specifications. Interface effectively with members of the design team to coordinate structural systems with overall building design. Assist in review of shop drawings during construction phase. May perform field observations during construction phase, including a physical walk through of site. Must be willing to perform overtime work. May perform other duties as required. HERE'S WHAT YOU'LL NEED Master in Civil Engineering with Structural focus, Master in Structural Engineering or Master of Architectural Engineering (Structural emphasis) from an ABET accredited program is required by hire date. Related student internship work experience preferred. EIT, LEED accreditation preferred. Must have strong communication, teamwork, organizational skills and the ability to handle multiple projects. Experience in computer applications for engineering design programs (i.e. Revit, RAM, RISA) required. The salary range for this position to be filled in the Buffalo, NY office is $26.73 to $33.41 per hour. This salary range is the range we believe is the anticipated range of possible base compensation at the timing of the posting. We may ultimately pay more or less than the anticipated salary range for the position. Employees may be eligible for discretionary bonuses. We offer a full benefit package including medical, dental and vision coverage and flexible spending account options and voluntary insurances. We have paid time off, flex-time schedules, remote work options and a 401k plan and employee perk programs. For a general overview of our benefits, please visit our careers page at ********************************************** Actual compensation may vary from posting based on geographic location, work experience, education and/or skill level. ABOUT OUR FIRM CannonDesign is a design practice where strategy, experience, architecture, engineering, and social impact converge. We don't just dream up solutions - we create and bring them to life in ways to solve some of the biggest challenges facing our clients and the society. At the heart of everything we do is Living-Centered Design, a bold commitment to using our talents to not just improve the world but to truly reshape it for the better. It's more than a philosophy - it's who we are, and it drives us to make a meaningful, lasting difference every day. ABOUT WORKING HERE We are relentless in our pursuit of client adoration (not simply satisfaction). Consistent delivery of the best service is what we are about. We are committed to ensuring our practice provides equal opportunities for all employees, as we strive to connect with communities around us and focus on the future of design. We support equity, diversity, and inclusion efforts that benefit all employees through the leadership of our DEI Council, our Employee Resource Groups which are open to everyone, and other community initiatives. We're about communication and transparency here. If you want to talk to someone about an idea you have, or a challenge that needs addressing, we're ready for you. Please note that candidates can only apply to our positions on our company Careers site. It's not uncommon for scammers to create positions that look legitimate on other sites; never enter your information or apply for CannonDesign positions on any platform. Should an issue arise that you feel we should be aware of, please contact us. Please provide your resume and portfolio when applying. As a condition of employment, all employees are expected to complete mandatory training, including compliance training, within required timeframes and adhere to our internal policies and our Code of Conduct. CannonDesign is an Equal Opportunity Employer. CannonDesign is committed to maintaining a work environment that is free from any and all forms of unlawful discrimination and harassment. It is therefore the firm's policy to prohibit discrimination and harassment against any applicant, CannonDesign employee, vendor, contractor, or client on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, pregnancy, veteran status, genetic information, citizenship status, or any other basis prohibited by applicable law. It is also CannonDesign's policy to prohibit any and all forms of retaliation against any individual who has complained of harassing or discriminatory conduct, or participated in a firm or agency investigation into such complaints.
    $26.7-33.4 hourly Auto-Apply 15d ago
  • FX Structurer - Associate

    Deutsche Bank 4.9company rating

    Remote job

    Job Title: FX Structurer Corporate Title: Associate The candidate will help drive Global Foreign Exchange (GFX) derivative business for Deutsche Bank's institutional client base in New York, partnering closely with Sales, Trading, and Research. The role consists of helping generate bespoke trade ideas, tailored client content, as well as analysis to help close derivative transactions. The ideal candidate will have some FX market knowledge, high technical competence, extremely strong work ethic, and strong interpersonal skills. What We Offer You A diverse and inclusive environment that embraces change, innovation, and collaboration A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days Employee Resource Groups support an inclusive workplace for everyone and promote community engagement Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits Educational resources, matching gift, and volunteer programs What You'll Do Help generate tactical trade ideas for GFX derivatives Produce thematic content for investor clients (e.g., US election opportunities) Monitor existing books for restructuring opportunities Produce pitch decks for ideas to sales and clients Skills You'll Need Bachelor's degree required; familiarity with global financial markets and derivatives Strong quantitative and technical ability Strong communication and interpersonal skills that allow for comfort in client-facing situations Problem solving skills and a highly motivated, self-starter attitude Skills That Will Help You Excel Knowledge of derivatives and markets Strong mathematical / technical background Strong communication skills Ability to multi-task in a dynamic and fast-paced environment Expectations It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York City is $135K to $175K. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees: *************************** The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice, please email ****************. #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.
    $135k-175k yearly Auto-Apply 60d+ ago
  • QIS Volatility Structurer

    UBS 4.5company rating

    Remote job

    Your role The UBS Quantitative Investment Strategy (QIS) Structuring team is looking for a candidate. Structuring sits in the middle of sales and trading and create new products as well as originate complex transactions. * develop new systematic indices and products and customize ideas for clients, with a focus on institutional volatility strategies (skew, dispersion, relative value, etc) using a Python back-testing platform; * experience in designing strategies using high frequency data (intraday data) and in alternative dataset (macro economic data, NLP); * participate in data acquisition, data cleaning and automated data workflow; * develop presentation material to articulate the construction, implementation, rationale and key characteristics of strategies; * communicate effectively with sales teams and clients to discuss strategy performance and the merits of systematics trading strategies. Detailed salary information: * New York: the salary range for this role is $225000 to $242500 The expected salary range(s) for this role as of the date of this posting is/are based on factors including, but not limited to, experience, qualifications, education, location and skill level. This role may also be eligible for discretionary incentive compensation. For benefits information, please visit ubs.com/usbenefits. Join us At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs. From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #team UBS and make an impact? Your expertise * masters degree in a technical subject such as mathematics, computer science, engineering, and/or finance * at least 5 years of experience with the following: structuring and designing Volatility Quantitative Investment Strategies (experience in equity preferred); * modelling and programming skills, including experience using Python * prior experience related to structuring quantitative investment strategies: managing the full product lifecycle -from back-testing to production and origination -working with trading, sales, legal, quants and research * strong communication skills with a track record of building relationships across the business and engaging others to ensure smooth execution About us UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?
    $225k-242.5k yearly 52d ago
  • Analyst, IP Expert Testimony - Summer 2026

    J.S. Held 4.1company rating

    Remote job

    Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situation We are seeking an Analyst to join our Intellectual Property team. This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to join the Intellectual Property team, whose responsibilities extend beyond those of traditional Analyst. The ideal person for this role will need to not only have a strong grasp of the Intellectual Property industry, but also be flexible and a strategic thinker able to take on a variety of tasks. Job Responsibilities: * Creating complex financial models * Performing and synthesizing in-depth industry, technology, and company-specific research * Writing reports and preparing presentations * Attending client meetings to collect information for analyses * Reviewing and analyzing financial, marketing and other documents produced in litigation * Critiquing opposing parties' economic arguments Qualifications Required Qualifications: * Bachelor's degree in finance, accounting and/or economics * Academic success - minimum 3.5 GPA * Proficient in Microsoft Excel, Word and PowerPoint * Excellent written and oral communication skills * High degree of professionalism, integrity, flexibility * Exceptional analytical skills * Ability to work well in a team environment Preferred Qualifications: * Relevant work experience including accounting, finance, economics, valuation methodologies, and/or financial modeling preferred Physical and Mental Job Qualifications * Must be willing to work in person in our Houston, TX office #LI-PF1 Additional Information Some of the Benefits We Have Include J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team's needs. * Our flexible work environment allows employees to work remotely, when needed * Generous PTO Policy * Medical, Dental, and Vision Insurance * 401k Match A reasonable estimate of the salary range for this role is $70,000 - $85,000. Any offered salary range is based on a wide array of factors including but not limited to skillset, experience, training, location, scope of role, management responsibility, etc. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available. Please explore what we're all about at *************** EEO and Job Accommodations We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal! J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. If you are an individual with a disability and would like to request for a reasonable accommodation, please email *************** and include "Applicant Accommodation" within the subject line with your request and contact information. All your information will be kept confidential according to EEO guidelines.
    $70k-85k yearly 60d+ ago
  • Corporate Development Summer Analyst

    Vertex 4.7company rating

    Remote job

    JR102265 - Corporate Development (M&A) Summer Analyst Vertex Inc, a leader in Tax Technology and global SaaS organization is hiring 2025 Summer Interns for various departments within our Office of Strategy! As an intern on the Corporate Development Team, you'll work with a small team and interface with business leaders across the Company to understand the innerworkings of the M&A process and accomplish the following: Develop and maintain a working knowledge of relevant industry sectors, including indirect tax and specialty content, e-invoicing, customs and duties, and enabling technologies including monitoring and analyzing relevant transactions that occur in the marketplace. Research and analyze industry trends, adjacent markets, and competitive landscapes to evaluate potential growth areas and strategic opportunities. Conduct in-depth financial analysis, including business valuation, pro forma financial modeling, and scenario analysis to evaluate potential M&A, divestitures, and investment opportunities. Prepare and present reports, analyses, and recommendations to leadership. Assist in the execution of deals, including project management, preparing presentations, financial analyses, and business cases for current and potential transactions. Support the integration process after successful acquisitions, working to align acquired businesses with the company's overall strategy and operations. Collaborate with operational teams to ensure a seamless transition and realization of anticipated synergies. Additionally, you'll participate as part of the 2026 Internship Program including Intern New Hire Orientation, speaker series, career planning sessions, team projects, and other events throughout the 12 weeks you're with us. Internship Dates: May 26, 2026 - August 14, 2026 OR June 8, 2026 - August 28, 2026 Requirements and Characteristics: Enrolled in a bachelor's or master's degree program through an Accredited University studying Business, Finance, Accounting, or related majors. Show a demonstrated interest in one or more of the following areas: Corporate Development, Financial Analysis, New Ventures, and M&A. Must be located on the East Coast, and preferably within commuting distance to our King of Prussia, PA headquarters for occasional onsite team collaboration. Other Qualifications The Winning Way behaviors that all Vertex employees need in order to meet the expectations of each other, our customers, and our partners. Communicate with Clarity - Be clear, concise and actionable. Be relentlessly constructive. Seek and provide meaningful feedback. Act with Urgency - Adopt an agile mentality - frequent iterations, improved speed, resilience. 80/20 rule - better is the enemy of done. Don't spend hours when minutes are enough. Work with Purpose - Exhibit a “We Can” mindset. Results outweigh effort. Everyone understands how their role contributes. Set aside personal objectives for team results. Drive to Decision - Cut the swirl with defined deadlines and decision points. Be clear on individual accountability and decision authority. Guided by a commitment to and accountability for customer outcomes. Own the Outcome - Defined milestones, commitments and intended results. Assess your work in context, if you're unsure, ask. Demonstrate unwavering support for decisions. COMMENTS: The above statements are intended to describe the general nature and level of work being performed by individuals in this position. Other functions may be assigned, and management retains the right to add or change the duties at any time. Pay Transparency Statement: US Base Salary Range: $22.00 - $24.00 Base pay offered to new hires may vary based upon factors including relevant industry and job-related skills and experience, geographic location, and business needs.* The range displayed does not encompass the full potential of the role, which allows for further growth and career progression. In addition, as a part of our total compensation package, this role may be eligible for the Vertex Bonus Plan (VOB), a role-specific sales commission/bonus, and/or equity grants. Learn more about Life at Vertex and connect with your recruiter for more details regarding Vertex's compensation and benefit programs. *In no case will your pay fall below applicable local minimum wage requirements .
    $22-24 hourly Auto-Apply 30d ago
  • 2027 Restructuring Summer Analyst - New York

    Mizuho 2.9company rating

    Remote job

    Mizuho І Greenhill, the result of Mizuho's acquisition of Greenhill in 2023, is a leading full-service investment and corporate bank that advises clients on some of the world's largest and most complex transactions. Driven by deep expertise and a collaborative but entrepreneurial culture, Greenhill provides our clients with strategic advice on significant mergers, acquisitions, restructurings and activist strategies across major global industries. Our bankers at all levels are inspired and encouraged to share ideas. Our creativity sets us apart, and our commitment drives results in creating bespoke, client-focused solutions. With a growth trajectory that continues to outpace peers, we are looking for independent thinkers who want to be part of a team that delivers for clients across industries and regions. If you are interested in working for a growth-oriented firm that's a global leader in financial services, we would like to hear from you. Job Summary: Greenhill's New York-based Investment Banking group is seeking a Summer Analyst to join its Financing Advisory & Restructuring team. This group is geared towards providing holistic financing and capital structure advice in complex and / or challenging situations. The Financing Advisory & Restructuring team works across industry sectors and provides a full range of solutions to meet clients' balance sheet and strategic objectives. The Summer Analyst position at Greenhill offers qualified individuals exposure to all aspects of our of global capital solutions businesses. Summer Analysts assume significant responsibilities, including helping to prepare presentations on restructuring and financing matters, participating in client meetings and calls, assisting with valuation, debt capacity, liquidity and other restructuring analyses, analyzing business plans and participating in due diligence, conducting research, and assisting with the development of strategic reviews and the evaluation of distressed M&A opportunities. Due to the size of the team, a Summer Analyst position at Greenhill provides a unique opportunity to work closely with experienced senior professionals. Requirements: Qualified candidates for a Summer Analyst position at Greenhill must exhibit a strong history of exceptional academic achievement in conjunction with a mix of strong interpersonal and analytical skills. Candidates should also have excellent organizational and time management skills as well as demonstrable leadership qualities outside of the classroom. Individuals selected must thrive while working in a team environment. Candidates must also be highly self-motivated and exhibit a strong desire to learn. Personal integrity, self-discipline, confidence and strong communications skills are essential for individuals to excel in Greenhill's entrepreneurial environment. Salary: $2115.38 per week Other requirements Mizuho has in place a hybrid working program, with varying opportunities for remote work depending on the nature of the role, needs of your department, as well as local laws and regulatory obligations. Roles in some of our departments have greater in-office requirements that will be communicated to you as part of the recruitment process. Company Overview Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 35 countries and 800 offices throughout the Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through its acquisition of Greenhill , Mizuho provides M&A, restructuring and private capital advisory capabilities across Americas, Europe and Asia. Mizuho Americas employs approximately 3,500 professionals, and its capabilities span corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody and research. Visit *********************** Mizuho Americas offers a competitive total rewards package. We are an EEO/AA Employer - M/F/Disability/Veteran. We participate in the E-Verify program. We maintain a drug-free workplace and reserve the right to require pre- and post-hire drug testing as permitted by applicable law.
    $2.1k weekly Auto-Apply 26d ago
  • Investment Services Senior Analyst, Private Structured Investments (Remote)

    Trustage

    Remote job

    At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology solutions, we push the boundaries of what's possible. We need you to help us shape what's next. You'll be encouraged to share your experiences, ideas and skills to help others take control of their financial future. Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition Job Purpose: This position works closely with Legal, Tax, Compliance, Investment Accounting and TruStage Capital Advisors Cash Management and Investment professionals to facilitate and coordinate closing deals. Manage the closing of transactions for assigned asset class committed to by TruStage Capital Advisors. Manage the servicing and monitoring of portfolio investments for TruStage Capital Advisors on behalf of TruStage. Design and implement efficient and effective policies and procedures necessary for smooth transaction, closing and efficient monitoring. Support credit and/or alternatives investment teams to facilitate closing new deals and servicing existing ones. Back up and support other Investment Operations Analysts to balance out workflow and manage coverage. Build and maintain positive internal and external customer relationships. Foster, nurture and develop external relationships with service providers, outside counsel and others. Act as primary point of contact between TruStage Capital Advisors and various outside service providers (CRM, fund accounting, State Street, external counsel, insurance company peers), coordinating and facilitating the flow of information and responsiveness. Primary responsibility for managing and coordinating the processes involved with closing and funding investments so that TruStage Capital Advisors meets all funding deadlines. Manage the utilization of CRM and other applications that improve the efficiency of the investment and monitoring processes. Under the direction of TruStage Capital Advisors management and legal, provide advice and counsel to all internal and external parties associated with the deal processes. Job Responsibilities: New Deal Management: (may include, among other things) Coordinate all phases of documenting and funding deal transactions; manage communications to all relevant parties; generate and provide reporting tools. Collect, review, monitor, save and distribute due diligence materials; assign analyst(s) Maintain and review deal files. Ensure completeness of files from inception to closing. Maintain pipeline database system as it relates to the deal flow and the portfolio. Oversee the ticketing and funding processes as appropriate (whether generating tickets to effect deal closings, reviewing tickets for accuracy, confirming wires sent/received, ensure supporting documentation for transaction set up). Positively represent the company in relationships with all parties affiliated with the deal process. Existing Deal Management: (may include, among other things) Collect, review, save and monitor various reports, communications, financial statements and compliance certificates or oversee third party providers of such. Track, monitor and take primary responsibility for responding to general questions from outside relationships. Coordinate early loan payoff requests, including preparing prepayment premium calculations, and loan releases. Manage the closing process for trading of securities/assets, including coordinating the transfer of original securities. Report and track complex structured deals; manage and track documentation pursuant to record retention practices. Maintain files for completeness and timeliness of data; assist Operations with audit requests. Identify investments with developing concerns for monitoring more closely; manage amendment/waiver, credit review and OTTI processes. Compliance/Legal Management (may include, among other things) Maintain restricted lists in accordance with TruStage Capital Advisors practices. Manage legal and compliance documentation related to amendments, waivers, and workouts; serve as liaison to investment counsels. Ensure appropriate resource coverage. Manage, respond to and complete data requests from internal (e.g., internal audit and investment accounting) and external (e.g., KYC, counsel, auditors) sources Position Specific: Credit/Alternatives Team Research deal/fund/data requests from Operations, legal or other areas. Maintain process manual; schedule team meetings; maintain website access, subscription services, etc. Position Specific: Investment Administration - Private Structured Investments Work closely with legal, tax, compliance, investment accounting, cash management, and investment professionals to facilitate and coordinate private placement and private structured transactions with limited supervision Manage the closing of transactions, servicing and monitoring of portfolio investments. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time. Job Requirements: Bachelor's degree, paralegal certification, or Certified Mortgage Servicer certification from the Mortgage Banking Association strongly preferred, or 7+ years of equivalent and relevant work experience. Experience with insurance and regulatory matters preferred. Advanced project management, leadership, organizational and planning skills. Demonstrated negotiating and time management skills. Strong attention to detail. Problem solving skills, including effective problem analysis, root cause identification and creative solution development. Strong written and verbal communications. Ability to work collaboratively with internal and external parties; demonstrate professionalism and consultative demeanor. Maintain notary public in good standing and licensing as required. Ability to travel 5% or less. Position Specific: Investment Administration - Private Structured Investments Advanced degree or professional certification (e.g., CFA, CAIA) preferred. 7+ years of experience including 4+ years in investment operations, with a focus on private placements and structured assets. Proficiency in investment management software and tools (e.g. Bloomberg, PAM, Office Suite). Experience in Power BI or similar tools is a plus. #LI-LT If you're ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process. Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status. Base Salary Range: $81,500.00 - $122,300.00 At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what's most important. Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
    $81.5k-122.3k yearly Auto-Apply 60d+ ago
  • Investment Analyst

    Pds 3.8company rating

    Remote job

    Full Job Description Who we are: Founded in 2001, Vivid Seats (NASDAQ: SEAT) is a leading online ticket marketplace committed to becoming the ultimate partner for connecting fans to the live events, artists, and teams they love. We believe in the power of experiences and are fiercely dedicated to building products that inspire human connections. Named as one of Built In Chicago's top 10 places to work in 2021, we believe that our People are our greatest competitive advantage. To support our People, we have built a company culture that empowers our employees to embrace challenges, encourages unity through collaboration, and seeks to constantly evolve by leveraging data and inspiring innovation The Opportunity: As the Investment Analyst you have the unique opportunity to utilize your passion in sports & entertainment and apply that knowledge within your career. You will be a vital part of the Investment team managing and pricing ticket inventory for live events acquired through the company's various partnerships. In this role you'll keep a close pulse on the sports & entertainment industries to see how external factors have driven secondary market trends. You will be analyzing those trends and their corresponding sales data to accurately price tickets, ensuring you minimize our company's risk and maximize its profits. You'll expand our business by seeking valuable opportunities in which we can make our marketplace more vibrant, more liquid, and more successful. This will require the ability to react quickly to the ever-changing live marketplace no matter the time, place, or situation. Imagine the most popular performers in the world announcing their farewell tour, or a team clinching a spot in the championship game - you'll analyze demand and secure inventory, providing robust purchasing options for our marketplace customers. How your role contributes to the success of Vivid Seats: Maximizes revenue and minimizes risks of certain assets acquired through the company's various partnerships Leverages market data into actionable insights and opportunities for pricing optimization Boosts company growth and adds marketplace liquidity by capitalizing on profitable investment opportunities Provides company key insights into market behavior by transferring supply-side knowledge and helping to forecast demand Connects buyer with seller by ensuring our listings are maximally exposed and 100% accurate How your role expectations will progress as an Investment Analyst in the first 30, 90, and 180 days: 30 days in Complete new hire orientation, gaining the resources you need to be successful Learn how ticket marketplaces operate and how you'll contribute to providing great experiences for our customers Acclimate to team and company norms, business objectives, and Vivid Seats values Assist Investment Managers with near term pricing assignments and data organization Build a foundation of knowledge regarding departmental processes by actively participating in team calendar events Learn the basic principles behind our department's pricing theorem and strategies 90 days in Contribute to our approaches, methods, or technologies to support overall business goals and drive team efficiencies Maintain, harvest and aid internal and external relationships to achieve progress and advance objectives Begin assuming sole responsibility of specific pricing assignments while applying the pricing theorem and strategies set forth by the department Research potential ticketing opportunities that would bring value and liquidity to the marketplace 180 days in Apply methods to execute individual tasks that positively impacts the team Play an active role in continued learnings to advance skill sets necessary for team goals Expand your assignments and long-term asset management into a full-time position Earn autonomy in securing potential ticketing opportunities What You'll Bring: Experience screen-trading financial products or actively capitalizing on marketplace inefficiencies with a proven track record of trend recognition and risk management Experience constructing diverse portfolios in any asset class or skill-based game with a detailed account of hedging against risk and identifying asymmetrical upside (preferred) Ability to manipulate and analyze large datasets using Excel or Google Sheets, evaluate market trends, and consider external factors in determination of producing optimal outputs Analytical, method-driven mind that values process over results Experience in a fast-paced environment with exceptional attention to detail alongside the ability to prioritize tasks and meet deadlines Adaptable schedule expecting to work outside of typical business hours to meet the demands of our industry A strong sense of urgency coupled with an intrinsic desire to complete all tasks with 100% accuracy and efficiency Live Event Enthusiast! Our Commitment: We are an equal opportunity employer that values the critical importance of a diverse workforce and sense of belonging. Many of our roles have flexible requirements and we encourage you to apply regardless of whether you meet every qualification. Vivid Seats provides competitive compensation; bonus incentives; FLEX PTO; mental health days; medical, dental, and vision insurance; 401K matching; monthly credits and discounts for attending live events; remote work and snack allowances; and a variety of additional workplace perks.
    $69k-99k yearly est. 60d+ ago
  • Portfolio Optimization Analyst

    Fisher Investments 3.9company rating

    Remote job

    The Opportunity: The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm-wide trade order generation. You will ensure portfolios are implemented properly and help minimize trade order generation risk. You will report to the vice president and support team members on complex scenarios, using quantitative research and qualitative methodologies to support PMG's priorities to develop innovative solutions to meet our clients' investment goals. The Day-to-Day: * Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order generation data * Collaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order generation quality * Support development and testing of new portfolio management technologies * Partner with other internal groups, including PMG Strategic Initiatives, develop training and infrastructure necessary to scale optimization analysis * Partner with client services groups to address complex client scenarios through education and custom technology and optimization solutions * Guide and motivate team members, fostering accountability and collaboration * Analyze optimization data, investigate problematic optimizations to determine root cause, and support the development and testing of new optimization technologies and solutions * Develop infrastructure to scale optimization analysis from design through testing and implementation * Support High AUM and the development of internal training initiatives * Work within CRD/TPS and Axioma Direct Your Qualifications: * Bachelor's Degree or equivalent combination of education and experience required * 3+ years of experience in specific field and/or with optimization solutions * Excellent oral and written communication skills * Experience working both independently and in a team-oriented, collaborative environment * Quickly adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities * Able to elicit cooperation from different sources, including senior management, internal clients, and other departments * Highly developed analytical ability * Strong familiarity with change management and creative independent problem solving Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: * 100% paid medical, dental and vision premiums for you and your qualifying dependents * A 50% 401(k) match, up to the IRS maximum * 20 days of PTO, plus 10 paid holidays * Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care * This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $66k-96k yearly est. Auto-Apply 57d ago
  • Financial and Investment Analysts

    Weekday Ai

    Remote job

    This role is for one of our clients We are seeking experienced Financial and Investment Analysts to contribute to a research project in collaboration with one of the world's leading AI organizations. In this role, you'll apply your professional expertise to design and evaluate occupation-specific questions that reflect real-world financial analysis and investment practices. Requirements Eligibility Requirements: Minimum of 4+ years of full-time experience as a Financial and Investment Analyst. Must be based in the United States, United Kingdom, or Canada. Must have access to a desktop or laptop computer (Chromebooks are not supported). Project Details: Flexible and fully remote - work asynchronously on your own schedule. Minimum commitment of 15 hours per week (availability of work may vary). The project is expected to continue through the end of 2025, with a possibility of extension. Contribute your professional insights to help build advanced AI systems informed by real-world financial expertise. Compensation & Contract Terms: Competitive hourly rates, determined by experience and geographic location. ($90-$200per hour) Weekly payments via Stripe Connect, based on actual hours worked. Engagement is structured as an independent contractor on an “at-will” basis. Visa sponsorship (H1-B or STEM OPT) is not available for this role.
    $58k-106k yearly est. Auto-Apply 22d ago
  • Equity Research Intern

    Encephalo Investments

    Remote job

    Encephalo is committed to pioneering the Investment Firm through the confluence of Securities, Private Capital, and Quantitative solutions. Investing on the crossroads of creativity and humanity is our motto, and our team works to do that every day Job Description As An Equity Research Intern, You Will ● Play an integral role in the research process ● Join a focused industry group and work closely with Analysts ● Provide quantitative support for industry- and company-specific research ● Work remotely in small teams to cover groups of 15+ stocks ● Collect industry data and provide a deep level of expertise in a sector that helps clients to decide where to invest ● Write reports and communicate findings ● Be open to ad hoc projects Qualifications What we look for: ● Currently enrolled in an MBA or BA program ● Strong interest in the field of Finance (open to all majors) ● Candidates must have a proven academic record (minimum GPA of 3.5/4.0) ● Have the ability to work within a team and on a self-directed basis ● Excellent analytical, communication, and presentation skills ● Extraordinary work ethic Additional Information All your information will be kept confidential according to EEO guidelines.
    $81k-124k yearly est. 60d+ ago
  • Financial Analyst Intern (US-Remote)

    Token Metrics

    Remote job

    Token Metrics is looking for a Financial Analyst intern to join our team. You will spend your day analyzing huge amounts of financial data and preparing various accounting and financial reports. To excel in this role, you need proven knowledge of various financial forecasting and corporate finance models. The duration of the Token Metrics internship program is 3 months. It is an evaluative unpaid internship with the possibility of return offers, depending on the company's needs. Responsibilities Analyzing financial data. Researching macroeconomic and microeconomic conditions. Preparing accounting and other required reports and projections based on the analysis performed. Evaluating capital expenditures and asset depreciation. Establishing and evaluating records, statements, and profit plans. Identifying financial performance trends and financial risk, and making recommendations. Providing recommendations for improvement based on trends. Coordinating with other members of the finance team, such as a risk analyst when required to review financial information and forecasts. Providing financial models and making financial forecasts. Requirements Knowledge of US Generally Accepted Accounting Principles. Bachelor's degree in business, accounting, finance, economics, or related field. Proven experience in the financial industry. Proficiency with spreadsheets, databases, and financial software applications. Outstanding presentation, reporting, and communication skills. Proven knowledge of financial forecasting and diagnosis, corporate finance, and information analysis. Proven leadership abilities. Deep understanding of the financial system and institutions. About Token Metrics Token Metrics helps crypto investors build profitable portfolios using artificial intelligence based crypto indices, rankings, and price predictions. Token Metrics has a diverse set of customers, from retail investors and traders to crypto fund managers, in more than 50 countries.
    $30k-43k yearly est. Auto-Apply 60d+ ago
  • Portfolio Optimization Analyst

    Senior Salesforce Developer

    Remote job

    The Opportunity: The Portfolio Optimization Analyst works in the office to support Fisher Investments' Portfolio Implementation and Optimization within the Portfolio Management Group (PMG), helping develop, calibrate, and monitor systems critical to firm-wide trade order generation. You will ensure portfolios are implemented properly and help minimize trade order generation risk. You will report to the vice president and support team members on complex scenarios, using quantitative research and qualitative methodologies to support PMG's priorities to develop innovative solutions to meet our clients' investment goals. The Day-to-Day: Support key portfolio management decisions through rigorous testing and quantitative analysis of trade order generation data Collaborate with IT, Portfolio Implementation leadership and the Investment Policy Committee (IPC) to ensure technology solutions are appropriate and meet IPC trade order generation quality Support development and testing of new portfolio management technologies Partner with other internal groups, including PMG Strategic Initiatives, develop training and infrastructure necessary to scale optimization analysis Partner with client services groups to address complex client scenarios through education and custom technology and optimization solutions Guide and motivate team members, fostering accountability and collaboration Analyze optimization data, investigate problematic optimizations to determine root cause, and support the development and testing of new optimization technologies and solutions Develop infrastructure to scale optimization analysis from design through testing and implementation Support High AUM and the development of internal training initiatives Work within CRD/TPS and Axioma Direct Your Qualifications: Bachelor's Degree or equivalent combination of education and experience required 3+ years of experience in specific field and/or with optimization solutions Excellent oral and written communication skills Experience working both independently and in a team-oriented, collaborative environment Quickly adapt to shifting priorities, demands and timelines through analytical and problem-solving capabilities Able to elicit cooperation from different sources, including senior management, internal clients, and other departments Highly developed analytical ability Strong familiarity with change management and creative independent problem solving Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
    $58k-99k yearly est. Auto-Apply 3d ago
  • BankOnBuffalo, Portfolio Monitoring Analyst (Credit Admin) - Hybrid

    Bankonbuffalo

    Remote job

    The Portfolio Monitoring Analyst serves as a vital link between credit administration and relationship management, ensuring the timely review and accurate analysis of commercial loan performance. Through detailed covenant testing, financial spreading, and proactive communication, the analyst helps safeguard portfolio quality and identify emerging risks. This position demands a high level of analytical ability, accountability, and collaboration to support sound credit decisions and maintain portfolio integrity Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position. KEY RESPONSIBILITIES Assess ongoing credit risk in the bank's commercial loan portfolio through the timely review of assigned loans. Test all financial covenants required for assigned loans in the commercial portfolio and determine compliance based on parameters set forth in the executed loan documents. Upon receipt of required financial statements from the customer, update spreads within the bank's loan origination system. Identify any deviations from agreed upon performance metrics and raise credit concerns to all related business partners. Collaborate with business partners to ensure appropriate usage of performance covenants and accurate documentation of calculation verbiage. ATTITUDES Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating: Respect - Maintain a high regard for the qualities, skills and positive attributes of colleagues, cultivating an environment where everyone feels valued, heard and empowered to contribute their best. Client Focus - Proactively seek to understand and prioritize meeting the needs of our internal clients (. Play a key role in supporting our internal clients in achieving their goals and contribute to the overall success of the organization. Inclusion - Actively work to create an environment where everyone feels valued, respected and has a strong sense of belonging. Leverage each team member's unique viewpoints and skills. BEHAVIORS Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating: Leadership - Demonstrates confidence and vision while guiding, motivating, and empowering others to achieve shared goals in a supportive and results-driven environment. Integrity - Consistently act in a way that is honest, ethical, and responsible, building trust and fostering a positive work environment. Collaboration - Exhibit a team-oriented mindset, contributing to a culture of collaboration and open, effective communication. Actively engage with cross-functional teams, working towards building strong, productive working relationships. Volunteerism- Seek opportunities to support local initiatives and make a positive impact in local communities. COMPETENCIES Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating: Accountability - Take ownership of responsibilities, follow through on commitments, and deliver work on time. Address challenges proactively and use setbacks as opportunities to learn and improve. Innovation- Demonstrates creativity and forward thinking by identifying opportunities for improvement and implementing effective solutions that enhance processes and results. Professionalism - Contribute positively to the team and the organization's overall success, building a reputation for trust, excellence and reliability. POSITION LEVEL(S) EXPECTATIONS (if applicable) Portfolio Monitoring Analyst I Exhibit a basic understanding of all types of business and personal financial information and, after appropriate training, be able to spread financial data in the bank's loan origination system with minimal assistance. Ability to locate required covenant calculation language in all executed loan documents and perform basic financial covenant calculations as defined in the bank's Standard Covenant Calculation Verbiage document. Complete Covenant Testing Forms for all assigned customers on a timely basis with minimal assistance. Identify discrepancies between loan approvals, executed loan documents and the bank's internal covenant tracking system and bring to the attention of the department manager as appropriate. Ability to calculate proposed risk ratings utilizing the bank's internal matrix as updated financial information is received and spread. Portfolio Monitoring Analyst II Consistently execute accurate performance covenant calculations for inclusion on the Covenant Testing Forms along with clear and concise commentary supporting the covenant compliance determination and providing next-step recommendations as appropriate. Proactively collaborate with business partners to resolve any noted errors relating to covenant verbiage contained in executed loan agreements or tracking within the loan origination system. Independently work towards achieving department and organization goals, seeking information, and collaborating, as necessary. Maintain high standards in regard to commercial loan portfolio data quality and consistency; ensure that all commercial loan portfolio monitoring efforts are documented properly and accurately. Assist with data gathering and review for various portfolio monitoring reporting and projects as assigned. Portfolio Monitoring Analyst III Assist department manager with training needs by way of mentoring and developing junior team members and acting as a trusted advisor to business partners regarding covenant usage, verbiage, calculation, and tracking. Review all commercial customer and related loan information independently and objectively, providing feedback and recommendations to appropriate business partners. Provide department leadership with suggestions on process improvements and innovative solutions to enhance efficiency and continuous improvements in all areas of commercial loan portfolio monitoring. Independently review and complete complex loan covenant calculations, with a primary focus on customers with aggregate credit exposure in excess of $5MM; complete manual loan-level stress testing as requested. Prioritize and execute multiple assignments; identify obstacles within the scope of assignments; proactively communicate delays in deliverable or additional capacity availability. SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES Takes initiative in pursuing professional growth by leveraging the bank's internal and external resources to enhance job-specific skills in credit analysis and commercial lending. Actively engage in opportunities to develop broader competencies, including communication, leadership, and technical skills, contributing to personal growth, career advancement and overall success of the department and organization. Requirements QUALIFICATIONS, EDUCATION, & EXPERIENCE To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below Bachelor's degree from a four-year college or university in the area of business, accounting, finance or other related field and 2 or more years of commercial credit analysis or commercial lending experience preferred. A background screening will be conducted. LANGUAGE SKILLS: Ability to read, comprehend and analyze general business periodicals, professional journals, financial reports, policy and procedure documents, job-related training materials, and commercial loan documentation. Possess strong professional communication skills, both written and verbal, with the ability to effectively communicate with teammates, business partners, management, and other bank personnel. Demonstrate the ability to convey observations and insights clearly and concisely in written reports and documentation, ensuring accurate and effective communication of key information. TECHNOLOGY SKILLS: Ability to utilize telephone systems and possess good digital literacy including email, internet and intranet use. Prior experience or the ability to learn core transaction system, digital imaging system, loan origination system, Microsoft Office programs, and any other computer programs pertinent to performing job duties. MATHEMATICAL SKILLS: Possess a solid foundation in mathematical and analytical skills in relation to evaluating financial information. Ability to apply mathematical reasoning to accurately calculate and monitor financial covenants, identify trends, and measure financial performance over time. REASONING ABILITY: Possess a range of reasoning abilities to assess financial information, identify risks and effectively monitor the commercial loan portfolio. Exhibit skills in analytical, quantitative, and deductive reasoning, critical thinking, problem solving, decision-making and attention to detail. Ability understanding and carry out instructions furnished in written, oral, or diagram form PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice. BENEFITS Medical, Dental, Vision & Life Insurance 401K with company match Paid Time Off & Recognized Holidays Leave policies Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet) Employee Assistance Program Employee Health & Wellness Program Special Loan and Deposit Rates Gradifi Student Loan Paydown Plan Rewards & Recognition Programs and much more! Eligibility requirements apply. CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion. **************************************************************************************************************** Salary Description $48,300 -$73,000 annualy
    $48.3k-73k yearly 10d ago
  • Retirement Plan Sales & Investment Analyst, (JPC)

    Strongpoint Partners

    Remote job

    Who we are: Strongpoint Partners is tech-enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000's Fastest Growing Private Companies in America and certified as a Great Place to Work, Strongpoint offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve. With a coast-to-coast network of 19 leading firms including HowardSimon ("HSI"), Jocelyn Pension Consulting ("JPC"), Retirement Strategies Group (“RSG”), Retirement Planners and Administrators (“RPA”), Pension Financial Services (“PFS”), Pollard & Associates ("PA"), Carlson Quinn ("CQ"), SI GROUP ("SIG"), Retirement Planning Consulting Group (“RPCG”), Karel-Gordon & Associates ("KGA"), Cash Balance Actuaries ("CBA"), Pension Consultants, Inc. (“PCI”), Actuaries Unlimited (“AUI”), California Retirement Plans (“CRP”), Benefit Equity ("BEI"), United Benefit Pensions, Inc. ("UBP"), Creative Retirement Systems ("CRS"), Associated Pension Consultants ("APC"), and Allied Consultants, Inc. ("ACI"), Strongpoint Partners combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit: **************************** About Jocelyn Pension Consulting, (JPC): Based in Boulder, Colorado, and Rafael, California, Jocelyn Pension Consulting (JPC) is an independent consulting firm that provides professional advice and local support to create a customized 401(k) Plan solutions for small- to medium-sized growing businesses. JPC is an operating partner of Strongpoint Partners, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP). Position Summary: Jocelyn Pension Consulting (JPC) is seeking a Retirement Plan Sales & Investment Analyst to support our Sales, Investment, and Onboarding Teams. This role is an excellent opportunity for a motivated professional who wants to learn multiple facets of a growing financial services firm and contribute directly to both new business development and ongoing client service. The Analyst will support proposal development, investment reporting, lead follow-up, new plan onboarding, and various operational initiatives that help deliver JPC's high-touch client experience. The ideal candidate is organized, analytical, tech-savvy, and detail-oriented, with a strong desire to grow in a fast-paced, entrepreneurial environment. PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Boulder, CO area and able to work on a hybrid model. Key Responsibilities: Sales Support Prepare customized proposals, fee calculations, and supporting analysis for prospective clients. Participate in sales calls and capture detailed notes and follow-ups. Track and manage sales leads, ensuring timely, professional communication. Assist with creating sales materials, presentations, and onboarding packets. Investment Support Run and prepare Quarterly Investment Monitoring Reports. Analyze fund performance, fees, share classes, and benchmark comparisons. Draft initial report summaries and prepare documentation for internal review. Assist with investment research, fund comparisons, and ongoing data management. New Plan Onboarding Support the onboarding of new 401(k) plans, including start-up and takeover plans. Coordinate with internal Operations and Consulting teams to gather required documentation. Prepare service agreements, onboarding materials, and account-setup forms. Assist with drafting and distributing participant notices (404(a)(5), 408(b)(2), etc.). Communication & Internal Support Communicate clearly and professionally in both written and verbal formats. Maintain organized internal documentation and ensure accurate data entry across systems. Collaborate closely with Sales, Investment, Operations, and Consultant teams. Perform other duties and special projects as needed. Qualifications: Experience in 401(k) plan administration, retirement services, or financial services preferred. Strong analytical abilities, including comfort interpreting financial data and investment information. Excellent written and verbal communication skills. High proficiency in Microsoft Excel and Word. Experience with Relius or similar industry software is a plus. Strong initiative, integrity, and attention to detail, with the ability to manage multiple priorities. Ability to thrive in a fast-paced, entrepreneurial environment - adaptable, proactive, and eager to learn. ASPPA or NIPA credentials (or interest in pursuing them) preferred but not required. Pay Transparency Statement: The anticipated pay range for this position is $65,000-$75,000 annually. At Strongpoint Partners, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program. Our Value-Driven Employee Experience: Flexible Workplace - Hybrid and remote options available for many roles. Unlimited PTO - Competitive paid time off, including flexible & unlimited options. Inclusive Environment - A culture that values diversity, collaboration, and respect. Growth Opportunities - Support for ongoing learning and career development. Comprehensive Benefits - Health, dental, vision, life, and disability coverage. Workplace Perks - Incentive bonus programs, flexible hours, & more. **Specific benefits and programs may vary by partner and position.
    $65k-75k yearly Auto-Apply 15d ago
  • Analytics Engineer - Finance

    Kraken 3.3company rating

    Remote job

    Building the Future of Crypto Our Krakenites are a world-class team with crypto conviction, united by our desire to discover and unlock the potential of crypto and blockchain technology. What makes us different? Kraken is a mission-focused company rooted in crypto values. As a Krakenite, you'll join us on our mission to accelerate the global adoption of crypto, so that everyone can achieve financial freedom and inclusion. For over a decade, Kraken's focus on our mission and crypto ethos has attracted many of the most talented crypto experts in the world. Before you apply, please read the Kraken Culture page to learn more about our internal culture, values, and mission. We also expect candidates to familiarize themselves with the Kraken app. Learn how to create a Kraken account here. As a fully remote company, we have Krakenites in 70+ countries who speak over 50 languages. Krakenites are industry pioneers who develop premium crypto products for experienced traders, institutions, and newcomers to the space. Kraken is committed to industry-leading security, crypto education, and world-class client support through our products like Kraken Pro, Desktop, Wallet, and Kraken Futures. Become a Krakenite and build the future of crypto! Proof of work The team Join our Data Platform Team at Kraken! Are you passionate about leveraging the power of data to drive business decisions in the fast-paced world of cryptocurrency? We're seeking a talented Analytics Engineer to play a crucial role in our innovative Data Platform team. As an Analytics Engineer, you'll be at the forefront of transforming terabytes of data into actionable insights, enabling us to stay ahead in the ever-evolving cryptocurrency landscape. Within this role, you'll work on Finance data, building data products for various Finance and analytics teams, and that's where your Finance background and expertise, alongside with Analytics Engineering skills will help us succeed! If you are ready to be a driving force behind Kraken's data initiatives, working with cutting-edge technologies and a passionate team, we invite you to join us on this exciting journey at Kraken! The opportunity Build dynamic data visualizations aid management decision support Perform data analysis and investigation related to finance use cases and liaise with cross-functional groups to resolve issues Build scalable and reliable data pipeline that collects, transforms, loads and curates data from internal systems and databases Augment platform data with data pipelines from select external and internal systems Support design and deployment of finance data lake that will be central source of truth for finance functions reporting and analysis needs Develop automation as feasible to drive data solutions to be as near real-time as possible Evaluate new technologies and build prototypes for continuous improvements in finance data analytics operations Additional duties and responsibilities as assigned Skills you should HODL 4+ years of work experience in relevant field (Data Engineer, Analytics Engineer, DWH Developer, Data Analyst, etc) Proficiency in a major programming language (e.g. Scala, Python, Golang,..) Experience with data warehouse technologies and relevant data modeling best practices (Presto, Athena, Glue, etc) Experience building data pipelines/ETL and familiarity with design principles (Apache Airflow is a big plus!) Mastering the ELT concepts with DBT or similar Analytics Engineering frameworks. Experience with finance operations, management reporting and regulatory reporting. Proficient with data wrangling tools and scripting languages (e.g. python, SQL etc.) Excellent SQL and data manipulation skills using common frameworks like Spark/PySpark, or similar. Proficient working with API's and data querying languages for data modeling and analysis Working knowledge of project and workstream management tools such as Wrike, Confluence, Jira Experience with business requirements gathering for data sourcing. Nice to haves Experience in fintech, banking, or Web3 industry Experience with crypto currencies and knowledge of blockchain technology is preferred Proficient with data visualization tools (e.g. Tableau, Power BI etc.) Experience working with Kubernetes or Docker. This job is accepting ongoing applications and there is no application deadline. Please note, applicants are permitted to redact or remove information on their resume that identifies age, date of birth, or dates of attendance at or graduation from an educational institution. We consider qualified applicants with criminal histories for employment on our team, assessing candidates in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. Kraken is powered by people from around the world and we celebrate all Krakenites for their diverse talents, backgrounds, contributions and unique perspectives. We hire strictly based on merit, meaning we seek out the candidates with the right abilities, knowledge, and skills considered the most suitable for the job. We encourage you to apply for roles where you don't fully meet the listed requirements, especially if you're passionate or knowledgable about crypto! As an equal opportunity employer, we don't tolerate discrimination or harassment of any kind. Whether that's based on race, ethnicity, age, gender identity, citizenship, religion, sexual orientation, disability, pregnancy, veteran status or any other protected characteristic as outlined by federal, state or local laws. Stay in the know Follow us on Twitter Learn on the Kraken Blog Connect on LinkedIn Candidate Privacy Notice
    $90k-134k yearly est. Auto-Apply 60d+ ago

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